Your responses to our questions suggest you are a low-risk investor. You are a very cautious investor seeking security of capital. This means you probably feel most comfortable with investments with a focus on cash and fixed interest. This type of investment mix is suitable for investors who want current income and a high degree of stability in the value of their investments over the short term.
Taking into consideration your risk profile and your investment time frame, the following chart shows the typical investment mix associated with this risk profile.
A Westpac Financial Planner can tailor an investment portfolio to help you meet your personal investment objectives and needs.
Make amendments to your responses in the questionnaire or return to try another tool.